We aim to simplify and streamline your financial affairs, helping you understand and improve your current financial position. We are committed to our clients throughout each life stage helping you achieve your goals leading up to and beyond retirement. We work with some great people, watch our short video and see how we've impacted the lives of our clients through their stories, told in their words.
I have been in financial services for 15 years. In that time the profession has changed and regulations have changed dramatically. The one thing that hasn't changed is the role I play. I do believe that I am here to help people. Help my customers achieve their financial goals. Help take the stress away from not knowing.
I have been in financial services for 15 years. In that time the profession has changed and regulations have changed dramatically. The one thing that hasn't changed is the role I play. I do believe that I am here to help people. Help my customers achieve their financial goals. Help take the stress away from not knowing.
Services
About
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Our clients are at the centre of everything we do. From getting to know you, to our research to our meetings with fund managers and the Financial Conduct Authority. We give you peace of mind by helping you identify, achieve and maintain your desired standard of living without fear of ever running out of money.
Meet the Team
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Owner of the business and qualified Financial Planner. I have a strong passion for Retirement Planning and Investments. I strive to deliver the best experience for my clients. I am focused on the development of my team here at Newbridge as I believe that a strong team sets us apart in delivering excellence in client experience.
Services
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Helping you achieve your financial goals; providing financial support for your sons and daughters throughout education and beyond. Working with you to ensure your savings are invested appropriately for you as an individual. Improving your opportunity and ability to retire when you want, and enjoying the lifestyle in retirement that you desire.
Careers
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We realise that our reputation and continued success depends upon the calibre and professionalism of our staff. Our clients expect the best possible service; therefore we are looking for highly motivated, ambitious individuals with excellent communication skills to be part of our growing team. Our core values are: We Listen, we are client focused, efficient, professional and hard working.
The Process
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An information pack is posted to you before our first meeting. This pack will include information about Newbridge Financial Planning. Also enclosed will be a questionnaire. This will help us get to know you. We need to get to know you in order to establish your goals and objectives and come up with a recommendation for you.
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